Associate Wealth Advisor

Summit Financial; Parsippany-Troy Hills (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

Summit Financial LLC is seeking a client-focused wealth advisory professional to provide comprehensive financial planning and retirement education. You will work closely with a Wealth Advisor to guide clients on retirement planning, investment strategies, cash flow, risk management, and wealth preservation.

This role emphasizes building long-term client relationships with opportunities for business development, client transitions, and career growth into a Lead Advisor position.

Qualifications

• Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field.
• 5+ years of experience in financial planning, wealth management, or financial services.
• Strong interpersonal, communication, and presentation skills.
• Passion for financial planning and client education.
• Ability to build trust and develop long-term client relationships.

Responsibilities

• This client-facing role focuses on comprehensive financial planning, retirement education, and relationship management.
• Collaborate with Wealth Advisor to help clients navigate retirement planning, investments, cash flow, risk, and wealth preservation.
• Identify opportunities for business development through day-to-day client interactions.
• Participate in client transition planning, deepen relationships, and contribute to firm growth.
• Develop into a revenue-generating advisor responsible for managing and expanding client relationships.

Skills

Interpersonal skills

Communication skills

Presentation skills

Client education

Education

Bachelor's degree in Finance/Financial Planning/Business/Economics

Tools

eMoney Advisor

Job description

Summit Financial LLC is a ~$30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron’s & Forbes and is one of the fastest growing RIAs in the country with over 200 advisors across 30 states and headquartered in Parsippany, New Jersey.

Role Overview

This is a client-facing role focused on comprehensive financial planning, retirement education, and relationship management. Working closely with the Wealth Advisor will help clients navigate retirement planning, investment strategies, cash flow management, risk management, and wealth preservation decisions.

While this is not primarily a sales-driven role, opportunities for business development will consistently and naturally emerge through your day-to-day interactions and activities. Through our retirement plan education services, you will have opportunities to establish and strengthen relationships with clients, fostering meaningful conversations that range from retirement plan education to comprehensive, holistic financial planning. These engagements provide a platform to build trust, identify client needs, and develop long-term advisory relationships.

This role is designed for someone who wants to build a long-term career in wealth management. Through hands-on client experience, mentorship, and structured development, you will progressively take on greater client responsibility with a defined path toward becoming a Lead Advisor.

Qualifications

Required

• Bachelor's degree in Finance, Financial Planning, Business, Economics, or a related field.
• 5+ years of experience in financial planning, wealth management, financial services.
• Strong interpersonal, communication, and presentation skills.
• Passion for financial planning and client education.
• Ability to build trust and develop long‑term client relationships.

Preferred

• Experience utilizing eMoney Advisor or similar financial planning software.
• Experience conducting client review meetings and financial planning engagements.
• Knowledge of retirement planning, investment management, estate planning, and risk management strategies.
• Life and Health Insurance License (or willingness to obtain).

As you grow, you'll participate in client transition planning, deepen client relationships, contribute to firm growth initiatives, and ultimately develop into a revenue‑generating advisor responsible for managing and expanding client relationships.